Atala Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atala Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$455K	Hold	1,598	–	–	0.26%	81
2026 Q2	$484K	Sell	1,598 -500	-24%	-$143K	0.29%	74
2026 Q1	$555K	Hold	2,098	–	–	0.37%	63
2025 Q4	$541K	Hold	2,098	–	–	0.35%	64
2025 Q3	$533K	Hold	2,098	–	–	0.33%	61
2025 Q2	$497K	Sell	2,098 -212	-9%	-$47.3K	0.34%	65
2025 Q1	$512K	Hold	2,310	–	–	0.37%	64
2024 Q4	$555K	Buy	+2,310	New	+$568K	0.39%	59

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Atala Financial's VB Position: Q3 2026 in Review

Atala Financial held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,598 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #81.

Atala Financial first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $555K in Q1 2026. 1,597 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Atala Financial held 1,598 shares of Vanguard Morningstar Small-Cap ETF worth $455K as of Q3 2026.
Atala Financial left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Atala Financial's portfolio in Q3 2026, its #81 holding.
Atala Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Vanguard Morningstar Small-Cap ETF position peaked at $555K in Q1 2026.
1,597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.